SF3116
Phased Employment/Phased Retirement Status Elections
Standard Form 3116 (SF 3116), Phased Employment/Phased Retirement Status Elections, is a U.S. Office of Personnel Management (OPM) form dated October 2014, from the CSRS/FERS Handbook for Personnel and Payroll Office. GSA hosts a copy in its forms library.
The form says phased employment/phased retirement is not an employee right, but an option that requires the consent of both the employee and the employing agency. A phased retiree works part time at a working percentage, currently 50 percent, and receives a phased retirement annuity. The package holds information pages and four election parts: Part 1A to elect it, Part 2A to end it and return to regular employment status, Part 3A for a new agency's consent to continue it after a move, and Part 3B to end it upon a move to another agency.
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General instructions for the employee and the agency, a page of highlights on age, service, insurance and leave, and the Privacy Act Statement citing title 5, United States Code, Chapter 83 (Section 8336a) and Chapter 84 (Section 8412a).
What phased retirement is, the full-time work, age and service requirements the form lists, how the phased and composite annuities are computed, service credit deposits, insurance, court orders, death and effective dates.
Section A identifying information (name, date of birth, SSN, position title, series, grade, agency and location), Section B the election at a working percentage of 50 Percent with a commencing date, and Section C agency consent.
How service is credited afterward, effective dates by approval date, overpayments and withdrawing the election, then the Part 2A election, an overpayment acknowledgment and the agency's new work schedule.
Moving to another agency without a change in the working percentage. Part 3A records a change of employers without a break in service of more than 3 days and the new agency's certification.
The phased retiree's decision to end the status upon the move, with the effective date of the move, the new employing agency and a signature.
The general instructions say to read the information about phased employment/phased retirement elections carefully before completing any of the election forms in the package.
Use Part 1A to elect, Part 2A to end and return to regular status, Part 3A to continue at a new agency, or Part 3B to end upon a move. Fill in the identifying information, the election and the signature.
Parts 1A and 2A need the consent of the appropriate agency official, and Part 3A the written consent of an official in the agency the phased retiree is moving to.
With Part 1A, the form says to also complete SF 2801 or SF 3107, and to complete deposits for post-1956 military service, if applicable, before the effective date.
Parts 1A and 2A go to the employing agency's Human Resource Office or Benefits Office. Parts 3A and 3B go to the current agency, the one being left.
Part 1A goes with the retirement application and Individual Retirement Record. Copies of Parts 2A, 3A and 3B are emailed to [email protected], with originals kept in the Official Personnel Folder.
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To the employing agency's Human Resource Office or Benefits Office, which files a copy in the Official Personnel Folder and sends a copy to OPM. The form names [email protected] for agency emails.
The instructions to the agency say to send a copy of Part 2A to OPM within 15 days of the election.
The form says it is the first day of the pay period after approval by the authorized agency official, or the first day of a later pay period specified by the individual with the official's concurrence.
The form says phased retirement annuity payments received after the effective date of an election to end the status are returned to OPM, and an overpayment is set aside pending recoupment by OPM.
The Privacy Act Statement says the information documents the election and is used to determine benefits, and that failure to furnish it may delay or prevent action on the election.
SF3107
470 fields, 14 pages
SF2801
454 fields, 21 pages
GSA5050
34 fields, 3 pages
GSA5051
26 fields, 3 pages
GSA5052
27 fields, 3 pages
Each election part says who completes it. All of them are federal employees or agency officials.
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The form is printed as a U.S. Office of Personnel Management (OPM) Standard Form dated October 2014, from the CSRS/FERS Handbook for Personnel and Payroll Office. GSA hosts a copy in its forms library.
The election parts print a working percentage of 50 Percent. The form says there is currently only one working percentage, and that OPM may permit others in future regulations.
The form says an individual may only elect phased employment/phased retirement status once in his or her lifetime, and may not re-elect it after it ends for any reason.
The form says a change in working percentage ends phased employment/phased retirement status, the time worked is credited as part-time service, and annuity payments made after the change are an overpayment repaid to OPM.
The form says a phased retiree may cancel an approved election by a signed written request to the agency before the effective date, but an election to enter phased retirement cannot be withdrawn if OPM has received a court order affecting the annuity.
The form says a phased retiree cannot retire on a disability retirement. Full retirement status is entered by submitting SF 2801 for CSRS or SF 3107 for FERS.
Part 1A goes to OPM with the retirement application. Copies of Parts 2A, 3A and 3B are emailed to OPM at [email protected], and the originals are kept in the Official Personnel Folder.